Shane moved to DC to get his MBA in �nance and worked his way
up through governmental ranks. As a Type A personality, Shane’s
budget is as tidy and organized as his sock drawer.
A devoted husband and father, Shane coaches his daughter’s travel
volleyball team. At 6’4”, he’s a booming presence. He has an active social
circle and loves to travel and cook.
Bio
THE CFO
Goals & Tasks
• Identifies and corrects error to improve data quality
• Reconciles data from general ledger
• Ensures agency compliance with laws
• Gains real-time insights into cash flow
• May also be a Data Creator
Pain Points
• Not all errors should prevent submission (e.g., missing DUNS)
• Lack of data standardization
• Upload frequency not always logical (e.g., housing loans should be monthly, not bi-weekly)
• Missing sub-award data
• Reconciliation of contract data when awarding agency differs from funding agency
Attitudes & Motivations
• Grants and contracts from our agency help local economies
• Upholds strong financial management princi-ples
• Wants agency to stand out for data quality and transparency reporting
• Agency decisions must be based on accurate, timely financial information
Design Implications
Skills
Technological
Financial
Tools
Software
Browser 9
Phone
Laptop MonitorComputer
Data Reviewer
• Consider allowing some flexibility to override errors
• Provide visibility into program-level details
• Provide look-ups for recipient name
• Reflect standard reporting requirements in dashboards and canned reports
• Move toward requirements of sub-award data
My goal is to improve data quality and integrity; make it rock solid so it can support good decision-making.
Name: Shane Robledo Location: Downtown & telework from Silver SpringAge: 42 Deputy CFO, AgencyOcupation:
